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TCG Advisors
TCG Advisors is a wealth management firm based in Austin, US. It manages approximately $7 billion in assets, primarily serving clients in North America.
TCG Advisors
TCG Advisors is a wealth management firm based in Austin, US. It manages approximately $7 billion in assets, primarily serving clients in North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
Location
Region
North America
Country
United States
City
Austin
Corporate office
Austin, TX, United States
Frequently asked questions
What is TCG Advisors' regulatory classification?
TCG Advisors operates as a Registered Investment Advisor (RIA) regulated by the US Securities and Exchange Commission or relevant state authority. This classification imposes a fiduciary duty, meaning the firm must place client interests ahead of its own when making investment recommendations. The RIA structure distinguishes TCG Advisors from broker-dealers, who operate under a suitability standard.
How does TCG Advisors charge clients for its services?
Most RIAs of TCG Advisors' profile charge an asset-based fee calculated as a percentage of assets under management. Alternative engagement models can include hourly planning fees or retainer arrangements for clients who do not require full discretionary management. The specific fee schedule is disclosed to clients through Form ADV Part 2A filings.
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